Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2024
Institutional positions in Eversource Energy as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 876
- +20 vs. Q3 2024
- Shares held
- 304.3M
- +6.86M (+2.3%) vs. Q3 2024
- Total value
- $17.5B
- −$2.71B (−13.5%) vs. Q3 2024
- New holders
- 118
- 324 more added
- Sold out
- 98
- 285 more reduced
15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HRT Financial LP | 31,130 | $1.79M | 0.01% | +7,138+29.8% | Added |
| Blair William & Co | 31,130 | $1.79M | 0.01% | −776−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 31,465 | $1.81M | 0.03% | +840+2.7% | Added |
| Stance Capital LLC | 32,519 | $1.87M | 1.16% | +32,519 | New |
| South Dakota Investment Council | 33,566 | $1.93M | 0.04% | +6,700+24.9% | Added |
| Old Mission Capital LLC | 33,746 | $1.94M | 0.05% | +33,746 | New |
| Moors & Cabot, Inc. | 34,066 | $1.96M | 0.09% | −1,733−4.8% | Reduced |
| Mondrian Investment Partners LTD | 34,059 | $1.96M | 0.03% | −1,117−3.2% | Reduced |
| Neville Rodie & Shaw Inc | 34,297 | $1.97M | 0.14% | +80.0% | Added |
| Mizuho Securities USA LLC | 34,727 | $1.99M | 0.04% | +11,552+49.8% | Added |
| Glenmede Trust Co NA | 34,829 | $2.00M | 0.01% | −5,766−14.2% | Reduced |
| Vident Advisory, LLC | 34,897 | $2.00M | 0.04% | +30,775+746.6% | Added |
| O'Shaughnessy Asset Management, LLC | 34,959 | $2.01M | 0.02% | −1,854−5.0% | Reduced |
| St Germain D J Co Inc | 35,335 | $2.03M | 0.09% | +5,577+18.7% | Added |
| Somerset Trust Co | 35,355 | $2.03M | 0.76% | +1,680+5.0% | Added |
| CWM, LLC | 35,927 | $2.06M | 0.01% | −1,254−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 36,166 | $2.08M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 36,258 | $2.08M | 0.01% | +36,258 | New |
| US Bancorp | 36,567 | $2.10M | 0.00% | −8,557−19.0% | Reduced |
| Captrust Financial Advisors | 36,957 | $2.12M | 0.01% | +505+1.4% | Added |
| Elo Mutual Pension Insurance Co | 37,387 | $2.15M | 0.05% | +6,098+19.5% | Added |
| Pacer Advisors, Inc. | 37,608 | $2.16M | 0.00% | +11,414+43.6% | Added |
| Mercer Global Advisors Inc | 37,621 | $2.16M | 0.01% | −1,066−2.8% | Reduced |
| Avanza Fonder AB | 37,742 | $2.17M | 0.06% | +37,742 | New |
| Aigen Investment Management, LP | 38,122 | $2.19M | 0.39% | +29,301+332.2% | Added |
| LSV Asset Management | 38,700 | $2.22M | 0.01% | +38,700 | New |
| Resources Management Corp | 38,920 | $2.23M | 0.31% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 40,231 | $2.31M | 0.01% | +9,981+33.0% | Added |
| Rafferty Asset Management, LLC | 41,133 | $2.36M | 0.01% | −47−0.1% | Reduced |
| UniSuper Management Pty Ltd | 41,622 | $2.39M | 0.02% | +10,421+33.4% | Added |
| State of Alaska, Department of Revenue | 41,784 | $2.40M | 0.03% | +270+0.7% | Added |
| Generali Asset Management SPA SGR | 41,856 | $2.40M | 0.06% | +41,856 | New |
| Burney Co | 43,495 | $2.50M | 0.09% | +967+2.3% | Added |
| Mutual of America Capital Management LLC | 43,886 | $2.52M | 0.03% | −114−0.3% | Reduced |
| Schroder Investment Management Group | 45,066 | $2.58M | 0.00% | −12,196−21.3% | Reduced |
| Nissay Asset Management Corp | 45,553 | $2.61M | 0.02% | +917+2.1% | Added |
| Aquatic Capital Management LLC | 46,068 | $2.65M | 0.07% | +2,568+5.9% | Added |
| ING Groep NV | 46,797 | $2.69M | 0.02% | −1,000−2.1% | Reduced |
| Pathstone Holdings, LLC | 47,843 | $2.75M | 0.01% | +2,045+4.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 48,459 | $2.78M | 0.03% | +2,800+6.1% | Added |
| Yousif Capital Management, LLC | 48,576 | $2.79M | 0.03% | +1,542+3.3% | Added |
| Agf Management Ltd | 48,964 | $2.81M | 0.01% | −2,067−4.1% | Reduced |
| Pinnacle Associates Ltd | 49,372 | $2.84M | 0.04% | −467−0.9% | Reduced |
| Neuberger Berman Group LLC | 50,699 | $2.91M | 0.00% | −1,311−2.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 52,221 | $3.00M | 0.03% | +52,221 | New |
| Baird Financial Group, Inc. | 52,321 | $3.00M | 0.01% | +29,702+131.3% | Added |
| Ostrum Asset Management | 52,383 | $3.01M | 0.26% | −16,452−23.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 52,639 | $3.02M | 0.01% | −5,462−9.4% | Reduced |
| Marshall Wace, LLP | 53,179 | $3.05M | 0.00% | +30,455+134.0% | Added |
| Kestra Private Wealth Services, LLC | 53,476 | $3.07M | 0.05% | +14,312+36.5% | Added |
| Engineers Gate Manager LP | 54,263 | $3.12M | 0.05% | −92,109−62.9% | Reduced |
| Bank of Nova Scotia | 54,897 | $3.15M | 0.01% | −75,041−57.8% | Reduced |
| USS Investment Management Ltd | 55,447 | $3.18M | 0.02% | −34,935−38.7% | Reduced |
| CIBC Asset Management Inc | 55,454 | $3.18M | 0.01% | +3,400+6.5% | Added |
| New York Life Investment Management LLC | 55,664 | $3.20M | 0.03% | +3,167+6.0% | Added |
| HighTower Advisors, LLC | 55,890 | $3.21M | 0.00% | −3,280−5.5% | Reduced |
| Daiwa Securities Group Inc. | 55,894 | $3.21M | 0.01% | −757−1.3% | Reduced |
| Plato Investment Management Ltd | 55,724 | $3.21M | 0.24% | +404+0.7% | Added |
| BTG Pactual Asset Management US LLC | 56,909 | $3.27M | 0.42% | −52,955−48.2% | Reduced |
| Raiffeisen Bank International AG | 57,067 | $3.27M | 0.05% | +57,067 | New |
| CIBC World Markets Corp | 57,378 | $3.30M | 0.02% | +9,136+18.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,786 | $3.32M | 0.01% | +5,494+10.5% | Added |
| Kempner Capital Management Inc. | 58,528 | $3.36M | 1.84% | 00.0% | Unchanged |
| Utah Retirement Systems | 59,331 | $3.41M | 0.04% | +1,300+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,418 | $3.41M | 0.03% | +3,687+6.6% | Added |
| Mariner, LLC | 59,545 | $3.42M | 0.01% | −2,391−3.9% | Reduced |
| Two Sigma Investments, LP | 60,145 | $3.45M | 0.01% | −27,691−31.5% | Reduced |
| Janus Henderson Group PLC | 60,503 | $3.47M | 0.00% | −11,992−16.5% | Reduced |
| JustInvest LLC | 61,981 | $3.56M | 0.05% | +6,132+11.0% | Added |
| Castellan Group, LLC | 62,036 | $3.56M | 1.54% | +62,036 | New |
| Quantinno Capital Management LP | 62,974 | $3.62M | 0.04% | +30,485+93.8% | Added |
| Thrivent Financial for Lutherans | 63,012 | $3.62M | 0.01% | −7,465−10.6% | Reduced |
| Aventail Capital Group, LP | 64,467 | $3.70M | 0.19% | −784,913−92.4% | Reduced |
| Comerica Bank | 65,203 | $3.74M | 0.02% | −2,782−4.1% | Reduced |
| Commerce Bank | 65,320 | $3.75M | 0.02% | +2,604+4.2% | Added |
| Vaughan David Investments LLC | 65,888 | $3.78M | 0.09% | −2,389−3.5% | Reduced |
| British Columbia Investment Management Corp | 68,436 | $3.93M | 0.02% | +9,674+16.5% | Added |
| Amalgamated Bank | 69,027 | $3.96M | 0.03% | −873−1.2% | Reduced |
| FIL Ltd | 69,429 | $3.99M | 0.00% | +9,780+16.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 70,723 | $4.06M | 0.01% | +22,421+46.4% | Added |
| Xponance, Inc. | 71,488 | $4.11M | 0.04% | +3,118+4.6% | Added |
| Soltis Investment Advisors LLC | 72,601 | $4.17M | 0.39% | +19,465+36.6% | Added |
| Nisa Investment Advisors, LLC | 73,096 | $4.20M | 0.02% | +7,967+12.2% | Added |
| Capital Fund Management S.A. | 75,460 | $4.33M | 0.04% | +75,460 | New |
| Twinbeech Capital LP | 75,644 | $4.34M | 0.07% | −361,963−82.7% | Reduced |
| Great Valley Advisor Group, Inc. | 78,400 | $4.50M | 0.10% | +6,275+8.7% | Added |
| Czech National Bank | 79,444 | $4.56M | 0.04% | +6,641+9.1% | Added |
| CI Private Wealth, LLC | 80,332 | $4.61M | 0.01% | +3,496+4.5% | Added |
| Candriam Luxembourg S.C.A. | 81,140 | $4.66M | 0.03% | +15,650+23.9% | Added |
| Susquehanna Fundamental Investments, LLC | 81,230 | $4.67M | 0.08% | +81,230 | New |
| Cohen & Steers, Inc. | 82,115 | $4.72M | 0.01% | −1,754,624−95.5% | Reduced |
| ProShare Advisors LLC | 82,879 | $4.76M | 0.01% | +6,053+7.9% | Added |
| Advisor Group Holdings, Inc. | 85,647 | $4.92M | 0.01% | +6,212+7.8% | Added |
| Slagle Financial, LLC | 87,901 | $5.05M | 2.27% | +14,882+20.4% | Added |
| Vennlight Capital Management, LP | 88,171 | $5.06M | 4.81% | +88,171 | New |
| Riverview Capital Advisers, LLC | 89,083 | $5.12M | 1.54% | −1,401−1.5% | Reduced |
| Magnetar Financial LLC | 90,042 | $5.17M | 0.12% | −1,462−1.6% | Reduced |
| Creative Planning | 90,388 | $5.19M | 0.01% | +4,228+4.9% | Added |
| Morgan Dempsey Capital Management LLC | 93,558 | $5.37M | 2.16% | +27,226+41.0% | Added |
| Forsta Ap-Fonden | 95,000 | $5.46M | 0.04% | +400+0.4% | Added |